Vista Private Wealth Partners. LLC Vanguard Small Cap ETF Transaction History
Vista Private Wealth Partners. LLC
- $256 Million
- Q4 2024
A detailed history of Vista Private Wealth Partners. LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 2,971 shares of VB stock, worth $731,073. This represents 0.28% of its overall portfolio holdings.
Number of Shares
2,971
Previous 2,992
0.7%
Holding current value
$731,073
Previous $709,000
0.56%
% of portfolio
0.28%
Previous 0.27%
Shares
17 transactions
Others Institutions Holding VB
# of Institutions
2,316Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$6.11 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.86 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.8 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.4 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.29 Billion0.42% of portfolio